Christine L. Ostapiak • CFA

Senior Planning & Research Strategist • Investment Adviser Representative

Christine is involved in the daily asset management, analysis and product research for our clients. She joined the team in June 2013 with over 20 years of experience in financial services.  Chris most recently worked as an investment analyst at a wealth management firm serving high-net-worth clients.  Prior to that, she held positions in foreign exchange sales, securities analysis and economic research at Lehman Brothers and JPMorgan.

Christine earned a BA in Economics from the University of Pennsylvania and an MBA in International Finance from NYU Stern School of Business.  She is a CFA® Charterholder and holds Series 7, 63 and 65 securities registrations, as well as a New Jersey Life and Health Insurance license.

Christine lives in Morristown and enjoys gardening, reading, and adventure travel.